Transaction Advisory Highlights

    business team

    Welcome to the second edition of our semiannual Transaction Advisory Highlights. In this edition, we’re sharing select recent transactions spanning industries such as manufacturing, apparel, healthcare, food and beverage, hospitality, and consumer, among others. We’re also sharing recent thought leadership, and upcoming events we’re sponsoring at which we hope to connect with you.

    Recent Transactions:

    High Street Capital logo
    has invested in
    Adams Magnetic Products logo
    CohnReznick LLP provided financial, tax, and valuation due diligence services on behalf of the buyer.
    Hatch Fertility logo
    has received a strategic investment from
    Blue Sea Capital.png
    CohnReznick provided sell-side financial due diligence services on behalf of Hatch Fertility.
    Regional Water Authority.png
    has acquired

    James Carboni .png
    CohnReznick LLP provided financial due diligence services on behalf of the acquirer.
    L Catterton.png
    has invested in
    CohnReznick LLP provided financial and tax due diligence on behalf of the investor.
    Accenture Photo

    has acquired
    Anser Advisory Photo

    CohnReznick LLP provided sell-side due diligence assistance to the seller.
    has made an investment in

    Sensera Systems.png

    CohnReznick LLP provided financial due diligence services on behalf of the investor.

    Champlin Architecture.png
    has merged with
    EOP Architecture.png
    CohnReznick LLP provided financial due diligence services on behalf of Champlin Architecture.
    Fresh Rleam Photo
    has acquired certain assets of Blue Apron

    Blue Apron Photo
    CohnReznick LLP provided financial, tax, operations and IT transaction advisory services on behalf of the acquirer.
    Insight Vision Group Logo
    has been acquired by

    Unifeye Vision Partners Logo

    A portfolio company of
    Waud Capital Photo

    CohnReznick provided sell-side due diligence services in support of this transaction.

    View all transactions


    Thought Leadership:

    Q4 2023: AI is gaining traction in M&D

    The most recent edition of the M&D M&A report, written by Helana Robbins Huddleston and Technology+ leader Shawn Gilronan, delved into how more M&D companies are turning to AI and machine learning to gain a competitive edge. This trend plus the closing of a large number of “mega deals” happening in the industry in 2023 means that those who aren’t already investing in automation and technologies, and other ways to compete with larger businesses, will have some hurdles to jump.

    Download the report


    Recent Articles:


    Upcoming Sponsored Events:

    • 2024 Florida Venture Capital Conference in Miami, FL (Jan. 31 – Feb. 1)
    • 16th Independent Sponsors Summit & Awards in Miami, FL (Feb. 6-7)
    • 2024 Physicians Transactions Conference in San Francisco, CA (Feb. 15)
    • 2024 ACG NY DealMaker Series – VIP Healthcare Dinner in New York, NY (Feb. 22)
    • iGlobal Independent Sponsors Capital Providers Dealmakers Meeting in New York, NY (Apr. 17)
    • ACG NY 11th Annual Women of Leadership Summit in New York, NY (Apr. 18)
    • McGuireWoods 20th Annual Healthcare Private Equity & Finance Conference in Chicago, IL (May. 8-10)


    Team Expansion

    Sale and Purchase Agreement (SPA) Advisory

    CohnReznick has expanded our Sale and Purchase Agreement (SPA) Advisory practice to help clients navigate financial due diligence processes and the complexities of M&A transactions. We provide highly tailored services and advise clients on how to avoid disputes. Andrew Still has joined the SPA team which is led by Laura Kobes. In addition, on a post-transaction basis, CohnReznick continues to assist clients in resolving disputes related to working capital adjustments, contingent purchase price (“earn-out”) calculations, indemnification claims, breach of warranty claims, and more.

    Tech Industry

    Our technology focus has expanded with the hiring of Greg Mochizuki in our San Francisco office. Greg is focused on our reach across upper middle market private equity firms and acquisitive companies and advises clients on software and tech-sector transactions. His experience advising C-suite executives and private equity leaders on sell-side M&A and capital raising strategies has enhanced our capabilities to better support marquee Bay Area brands.

    Operational Diligence and Performance Improvement Services

    Developing our Operations Due Diligence (ODD) and Performance Improvement (PI) capabilities at CohnReznick continues to be a strategic imperative for the firm. Jeff Wissink, Principal – Performance Improvement, has joined the Transaction Advisory team to leverage buy and sell-side opportunities and augment our service offering to allow our clients to optimize their performance. 



    Congratulations to Helana Robbins Huddleston who was just elected as the New President of ACG Chicago’s Board of Directors! Helana is a partner in our Transactional Advisory practice and the Co-Leader of our Manufacturing and Distribution Industry practice.

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    This has been prepared for information purposes and general guidance only and does not constitute legal or professional advice. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is made as to the accuracy or completeness of the information contained in this publication, and CohnReznick LLP, its partners, employees and agents accept no liability, and disclaim all responsibility, for the consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it.